Our Process and Services at

C7 Capital Group

OUR PROCESS

At C7 Capital Group, we implement a four-step process to guide you towards financial success, followed by quarterly reviews.

In our initial meeting, we obtain a clear picture of the client’s existing financial situation and determine the best way to continue.

After understanding the client’s current financial state, we establish why and how they got there, and then decide the next steps.

A plan is then custom-designed with a multitude of different asset management strategies to help improve the client’s existing situation.

When the plan is created in agreement and understanding with the client, we then put all the pieces in place and begin moving forward.

As we all know, situations are always changing. We seek to hold quarterly reviews with all of our clients to go over their strategies and investments. It is crucial to us that our clients continue down the path towards their own definition of financial success, and we work to ensure they are well on their way to achieving their objectives.

OUR SERVICES

C7 Capital Group is your personalized approach to financial consulting. We offer our clients a range of services to help them develop a proper plan, manage risk, and meet their expectations in order to prepare for a sound financial future.

OUR SERVICES

C7 Capital Group is your personalized approach to financial consulting. We offer our clients a range of services to help them develop a proper plan, manage risk, and meet their expectations in order to prepare for a sound financial future.

Services Include:
  • Financial Consulting
  • Retirement Planning
  • Lifetime Income
  • Wealth Preservation
  • IRA Solutions
  • Long-Term Care
  • Estate & Legacy Planning

Contact Us

Do you have any questions or comments about your current financial situation?
Let’s discuss. Contact our office today by calling (800)540-8619.

“Investment advisory services provided through guardian financial services, LLC an SEC-Registered Investment Adviser. To learn more about investment advisory services, please visit www.guardianfinancialpartners.com.”